New Opus Professionals
For Financial Advisers, Accountants and Solicitors, for whom professional collaboration can be mutually profitable.
Location
Online
About this event
Welcome to New Opus Professionals Club - Where Expertise Unites
Discover the power of collaboration at New Opus Professionals Club, your premier destination for seamless professional partnerships. We bring together financial advisers, solicitors, and accountants in a unique ecosystem designed to enhance your collective expertise, streamline client services, and foster collaborative success.
At the heart of our platform is the belief that by uniting the strengths of financialadvisers, solicitors, and accountants, we can redefine the landscape of financial and legal services. Whether you are an adviser seeking legal insight, a solicitor in need of financial expertise, or an accountant looking to expand your network, New Opus Professionals Club is the hub where professionals connect, collaborate, and thrive.
To foster collaboration among members of the Professional Services and facilitate the development of enhanced business relationships within the sector, these events aim to create networking opportunities, address sector challenges, share business insights and updates, offer support, and explore potential collaborations.
The event will be overseen by Roger Tull, owner of Wealth Compass, and is intended for senior personnel within the organisation who hold professional qualifications and represent the professional services offered by the business.
Why New Opus Professionals Club?
Holistic Solutions: We recognise the symbiotic relationship between financial, legal, and accounting services. By fostering collaboration, we empower professionals to provide clients with holistic solutions that address every facet of their needs.
Network Expansion: New Opus Professionals Club is not just a space for collaboration; it's a vibrant community where professionals expand their networks. Forge meaningful connections, exchange insights, and build a robust referral system that propels your practice to new heights.
Client-Centric Approach: We understand the importance of putting clients first. Through collaborative efforts, professionals on our platform can offer clients a seamless and comprehensive service experience, elevating their satisfaction and trust in your collective expertise.
High Net Worth Clients: Our distinguished panel of experts will share proven strategies, industry trends, and invaluable insights to help you position yourself effectively in the competitive world of wealth management. From cultivating meaningful relationships to offering bespoke financial solutions, we will delve into the key factors that resonate with high net worth clients.
Join the Collaboration Revolution
Take the first step towards a future of collaborative success. Whether you're a financial adviser, solicitor, or accountant, New Opus Professionals Club is your gateway to a network of professionals who share your commitment to excellence.
Explore the endless possibilities that arise when expertise unites. Join New Opus Professionals Club today and experience the transformative power of professional collaboration. Together, we redefine success in the realms of finance, law, and accounting.
We aim to:
- Promote integrated advice from professionals in finance, tax and the law.
- Encourage the development of a truly innovative and entrepreneurial economy.
- Work with the charitable sector for the public good.
In 2024 we will run a series of events with expert speakers exploring six main themes:
- Value and values - creating businesses that are both profitable and of high reputation.
- Property - all aspects of ownership and development, residential and commercial.
- Taxation - ensuring efficient use of resources, including tax incentives
- Innovation - encouraging investment in the products and skills of the future.
- The greater good - supporting communities at a local and regional level
- Structure and strategy - owning assets in the right way through the use of efficient structures
The format will be a Zoom session of approximately one hour, led by a speaker and including discussion, capped at 90 minutes.
Members can invite up to two guests.
Welcome to a new era of collaboration at New Opus Professionals Club.
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Schedule for 2024
FEBRUARY 28th
Roger Tull to chair discussion on collaboration.
In a world that thrives on connectivity and interdisciplinary interactions, the importance of working seamlessly across professions cannot be overstated. Today's gathering is dedicated to delving into the nuances, challenges, and immense potential inherent in fostering effective professional collaboration.
Roger will be offering insights into the art of teamwork, the benefits of cross-disciplinary alliances, and the strategies to overcome obstacles that may arise in collaborative efforts. As we embark on this journey, we aim to not only celebrate successful instances of professional collaboration but also to dissect the underlying principles that contribute to their success.
Join us for an enlightening session that promises to deepen our understanding of the collaborative spirit driving innovation, problem-solving, and progress across various domains. Together, let us unlock new avenues for shared success and mutual growth.
Ellisons on Court of Protection issues
In a society that values justice and the protection of vulnerable individuals, understanding the complexities surrounding the Court of Protection is paramount. This event aims to shed light on the legal, ethical, and practical considerations inherent in this field, providing a platform for insightful discussions and knowledge exchange.
As we navigate the nuanced landscape of mental capacity, decision-making processes, and the safeguarding of those who may lack the ability to make decisions for themselves, our distinguished speakers will share their expertise and experiences. Together, we will explore the latest developments, challenges, and best practices in addressing Court of Protection issues.
Join us for an engaging and informative session that seeks to enhance our collective understanding of this vital aspect of legal and ethical responsibility. We look forward to fostering a dialogue that not only deepens our awareness but also empowers us to contribute meaningfully to the ongoing discourse surrounding the Court of Protection.
We look forward to fostering a dialogue that not only deepens our awareness but also empowers us to contribute meaningfully to the ongoing discourse surrounding the Court of Protection. Thank you for being part of this important conversation.
Speakers:
Roger Tull - Wealth Compass
Ann Coutts - Ellisons - Senior Associate, Private Client Department
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MARCH 22nd
Perry Norton - Essex Community Foundation - Client Charitable Giving benefits
Perry will outline the potential IHT savings of gifts as well as explaining what ECF (and other community foundations) are doing at a regional and local level.
In today's enlightening event we aim to shed light on the profound impact of philanthropy and the compelling benefits of client giving, particularly in the context of tax advantages.
Philanthropy has long been a driving force for positive change, and our speaker will share insights into how supporting the Essex Community Foundation can amplify the impact of your clients charitable giving. Beyond the altruistic rewards, we will delve into the tangible and strategic benefits that individuals and businesses can derive through optimised tax planning.
Join us for an informative session that goes beyond the act of giving, offering a comprehensive understanding of how a client's generosity can align with their financial goals and contribute to the betterment of society.
We invite you as Professional Advisors to partner with us to help your clients make their charitable giving easy and rewarding, while supporting their financial planning goals. We work with solicitors, accountants, financial advisors and wealth managers to provide flexible options to suit your clients’ wishes.
Speaker:
Perry Norton - Head of Development, Essex Comunity Foundation
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To ensure a seamless experience, kindly log in online 10 minutes before the event commences. This will allow you to install the Zoom app, ensure your device is equipped with a microphone and webcam, and be ready for the welcome from our technical host.
Details for joining the event will be dispatched before the scheduled time. In case you do not receive this information, please reach out to the event organiser.
For immediate information about the event, feel free to contact Paul at newopus@azzurromarketing.co.uk.
If you are unable to attend this event, don't worry; we will maintain a waiting list for future opportunities.
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Joining New Opus Prefessionals Club
Embarking on a journey with New Opus Professionals Club opens the door to a wealth of opportunities, beginning with an exclusive offer: your first event is free. This unique introductory benefit allows you to experience firsthand the value and excellence that our events consistently deliver.
As you step into the vibrant community of New Opus Professionals Club at no cost for your initial event, you gain access to a dynamic network of industry professionals, thought leaders, and like-minded individuals. The free trial event provides a glimpse into the enriching discussions, valuable insights, and meaningful connections that define our gatherings.
Upon experiencing the exceptional quality of our events, we invite you to take your involvement to the next level by becoming a member. Membership not only grants you continued access to our diverse array of events but also unlocks a host of additional benefits. From exclusive member-only sessions to priority registration and special discounts, being a part of the New Opus Professionals Club community ensures a sustained source of professional growth and development.
Don't miss the chance to explore the possibilities at your first free event with us. Join us on this journey of knowledge, networking, and collaboration, and discover why becoming a member is the next step towards unlocking a world of opportunities with New Opus Professionals Club.
Joining fee: £750 pa for membership, discounted to £400 pa to 31st Dec 2024.
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Further Events:
MAY
TBA
JULY
TBA
SEPTEMBER
TBA
NOVEMBER
TBA
The details for the upcoming events are still 'To Be Advised.' We appreciate your patience and will promptly update you with the relevant information as soon as it becomes available. Thank you for your understanding and stay tuned for further updates.
Organised by
Our series of events will be exploring three main themes:
Creativity - focusing on all aspects of the creative sector, such as film and music, with major economic as well as cultural benefits to the area.
Innovation - encouraging a diverse range of new and expanding businesses of all sizes, to develop new skills and opportunities.
The Built Environment - looking at best practice in the design and infrastructure of our towns and cities.
The events will allow participants to reach other people and businesses who share common interests with shared interests, and an aspiration to work together.